The state intends to ban third -party platforms from directly participating in drug network sales, and pharmaceutical commercial stocks collectively explode

According to the news of the Red Star Capital Bureau on June 22, the Comprehensive Department of the State Drug Administration recently publicly solicited the "Regulations on Implementation of the Pharmaceutical Management Law of the People's Republic of China (amending the draft draft for comments)" (hereinafter referred to as the "Draft for Soliciting Opinions"). At the same time, the State Drug Administration organized a series of symposiums to listen to the opinions and suggestions of pharmaceutical regulatory departments at all levels, domestic and foreign pharmaceutical production and operation enterprises, pharmaceutical industry associations, and experts and scholars to conduct in -depth discussions on the focus issues during the revision. At present, public soliciting opinions have officially ended.

It is worth noting that the "Draft for Soliciting Opinions" clearly proposes that third -party platforms for drug network transactions shall not directly participate in drug network sales activities.

Pharmaceutical commercial stocks collectively broke out

Third -party platforms must not directly participate in pharmaceutical network sales activities

Affected by this news, on June 22, the pharmaceutical commercial stocks broke out in the afternoon. As of the closing, the "20cm" daily limit of the "300737.SZ)" 20cm "was reported at 36.06 yuan/share; Yuan/share. In addition, Gas Ginseng (603233.SH), ordinary people (603883.SH), Jianzhijia (605266.SH), Yifeng Pharmacy (603939.SH), etc. have risen more than 5%.

The Red Star Capital Bureau noticed that in the "Draft for Soliciting Opinions", the management obligations of new and three -party platforms were added to make specific requirements for the third -party platform of pharmaceutical network transactions.

Among them, Article 83 stipulates that the provider of third -party platforms for pharmaceutical network transactions shall record the pharmaceutical supervision and management department of the people's governments in the local province, autonomous region, and municipalities. Management system, specialized institutions, and related professionals such as pharmacy and technicians, establish and implement systems for drug quality management, distribution management and other systems; shall not directly participate in drug network sales activities.

The provider of a third -party platform shall review the qualifications of the drug listing license holder and the drug operating enterprise that has settled in, check the pharmaceutical information released, manage transaction behavior, and preserve drug display and transaction management information. If there is a problem with the drug trading behavior, it shall take the initiative to stop it in a timely manner. If there are major problems involving drug quality and safety, the drug supervision and management department shall be reported in a timely manner.

In fact, regarding the third -party platform of pharmaceutical network transactions, the State Drug Administration was mentioned in the 2020 "Measures for the Supervision and Administration of Drug Network Sales (Draft)".

The opinion draft pointed out that the provider of the third -party platform of the drug network transaction (hereinafter referred to as the "third -party platform") refers to providing services such as network operation places, transaction matching, and information release in pharmaceutical network transactions, which are available for transactions in both parties or parties to the transaction. Activity legal person organization or illegal organization. The third -party platform service engaged in drug network sales and providing pharmaceutical network transaction shall have corresponding qualifications or conditions, compliance with drug laws and regulations, rules and specifications, operate in accordance with the law, and ensure the quality and safety of drugs.

According to the 21st Century Business Herald, some industry sources who have participated in the Symposium on the State Drug Administration have revealed that the State Drug Administration will further clarify the boundaries of the pharmaceutical e -commerce platform in self -employment and third -party businesses.

JD.com Health, Ali Health Stock Prices Flat

2021 online pharmacies' drug sales were 36.8 billion

According to Mine.com data, the total sales scale of Chinese physical pharmacies and online pharmacies (including medicines and non -drugs) in 2021 reached 795 billion yuan, an increase of 10.9%year -on -year, and its growth rate maintained a double -digit growth in the past two years. Among them, physical pharmacies (including drugs and non -drugs) accounted for 71.9%, and online pharmacies (including drugs and non -drugs) accounted for 28.1%. According to this calculation, the sales of Chinese pharmacies (including medicines and non -drugs) in 2021 were 571.6 billion yuan, and online pharmacies (including medicines and non -drugs) were 223.4 billion yuan.

Online pharmacies (including medicines and non -drugs) are divided again. In 2021, my country's online pharmacy market drug sales reached 36.8 billion yuan, an increase of 51.49%year -on -year.

The Red Star Capital Bureau noticed that Jingdong Health (06618.HK) pointed out in the 2021 annual report that JD.com Pharmacy is the main carrier of JD health self -operating business with its own business income of 26.2 billion yuan, an increase of 56.1%year -on -year. As of 2021, Jingdong Logistics (02618.HK) had a total of 19 pharmaceutical warehouses across the country.

According to Ali Health (00241.HK) in 2021, its revenue was 20.577 billion yuan. Among them, the income of self -operated pharmacies operated by Ali's health brand accounted for 64%, which was about 13.1 billion yuan.

As of press time, Jingdong's health fell 14.43%to HK $ 53.65/share, with a total market value of HK $ 170.5 billion; Ali Health fell 14.21%to HK $ 4.77/share, with a total market value of HK $ 64.48 billion.

Red Star News reporter Deng Lingyao

Edit Yang Cheng

- END -